SVS Brooks Macdonald Defensive Capital Class A AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 4.84 | -1.48 | 7.78 | 3.30 | 12.04 | -4.81 | 2.64 | 3.23 |
+/- Category | -2.61 | 4.01 | -4.64 | -0.78 | 3.97 | 5.65 | -4.89 | 1.34 |
+/- Category Index | - | - | - | -1.99 | 4.04 | 4.45 | -6.62 | 1.05 |
% Rank in Category | 53 | 31 | 16 | 62 | 22 | 7 | 97 | 14 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.11 | 0.10 | -0.35 |
1 Week | 0.64 | 0.51 | 0.11 |
1 Month | 1.63 | 2.78 | 1.50 |
3 Months | 3.83 | 2.14 | 0.87 |
6 Months | 8.98 | 0.50 | -0.06 |
YTD | 3.15 | 1.65 | -0.02 |
1 Year | 5.46 | -0.76 | -3.74 |
3 Years Annualised | 2.46 | 1.79 | -0.02 |
5 Years Annualised | 3.89 | 1.12 | -0.30 |
10 Years Annualised | 4.14 | 0.37 | -1.25 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.35 | - | - | - |
2023 | -1.78 | -1.33 | 1.51 | 4.33 |
2022 | 0.94 | -4.80 | -4.50 | 3.72 |
2021 | 2.57 | 3.53 | 2.18 | 3.26 |
2020 | -16.83 | 15.47 | 0.77 | 6.74 |
2019 | 2.16 | 3.35 | 1.07 | 1.01 |
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